Baird Financial Group
PLAN

Baird Financial Group’s Anaplan, Inc. PLAN Stock Holding History

Baird Financial Group’s Portfolio PLAN Stock Details PLAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-6,012
Closed -$391K – 1888
2022
Q1 		$391K Sell
6,012
-8,071
-57% -$393K ﹤0.01% 1513
2021
Q4 		$646K Buy
14,083
+6,569
+87% +$362K ﹤0.01% 1372
2021
Q3 		$458K Buy
+7,514
New +$447K ﹤0.01% 1504

Other funds holding PLAN

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Baird Financial Group's PLAN Position: Q2 2022 in Review

Baird Financial Group sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 6,012 shares — an estimated $391K sold.

Baird Financial Group first reported a position in PLAN in Q3 2021 and held it in 3 quarters. The position peaked at $646K in Q4 2021. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

  • Baird Financial Group reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
  • Baird Financial Group sold 6,012 Anaplan, Inc. shares in Q2 2022, an estimated $391K.
  • Baird Financial Group first reported a position in Anaplan, Inc. in Q3 2021 and held it in 3 quarters.
  • Baird Financial Group's Anaplan, Inc. position peaked at $646K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Baird Financial Group's 13F filing for Q2 2022, filed 8 Aug 2022.